LeadGen AI – Autonomous Lead Qualification Agent

LeadGen AI – Autonomous Lead Qualification Agent

LeadGen AI is an internal-facing autonomous agent that solves the problem of inefficient and manual lead qualification in B2B workflows.
Built entirely on Salesforce using Flow Builder, it activates automatically whenever a new lead is created.

The flow checks whether a lead with the same email already exists in the CRM.
It then assigns a simulated engagement score and makes a qualification decision based on that score.
If the score is high enough, the lead is marked as "Qualified" by automatically updating the Lead Status field, eliminating the need for any manual intervention.

This project demonstrates how business logic and internal workflows can be automated using no-code agentic tools within Salesforce.
With additional time, the system can be extended to:

• Pull real activity data
• Assign scores dynamically
• Notify sales teams on Slack
• Integrate Salesforce Einstein for AI-powered decision making

What it does

• Automatically triggers when a new lead is added
  
• Checks for duplicates in the CRM
  
• Assigns an internal engagement score
  
• Makes a decision whether the lead is hot or cold
  
• Updates the lead’s status if it is qualified
  

How we built it

• Salesforce Developer Org
  
• Salesforce Flow Builder
  
• Record-Triggered Flow
  
• Simulated scoring logic using assignment blocks
  
• Conditional routing and updates using decision and update elements
  
• No Apex or code was used – entirely declarative and no-code
  

Challenges we ran into

• Making sure all required fields were correctly handled during updates
  
• Ensuring the flow was triggered only when proper inputs were given
  
• Testing the logic with multiple lead variations to confirm consistent automation
  

Accomplishments that we’re proud of

• Built a working intelligent agent completely using no-code tools
  
• Designed a real-world business workflow that can be deployed in actual CRM use cases
  
• Verified successful automated updates and decisions based on engagement score
  

What we learned

• How to use Salesforce Flow Builder to create business logic without writing code
  
• How to simulate internal intelligence like engagement scoring
  
• The importance of structuring automated decision flows for real-time CRM use cases
  

What’s next

• Add Slack integration to notify sales teams when a hot lead is qualified
  
• Integrate actual engagement history (calls, emails, website visits)
  
• Use Salesforce Einstein or custom ML models for dynamic lead scoring
  
• Route leads to specific reps or departments based on geography or business domain
  

Built With

• automation
• builder
• crm
• custom
• declarative
• development
• experience
• flow
• lightning
• logic
• no-code)
• platform
• record-triggered
• salesforce
• scoring
• simulated